- AI-Agent
- Ready to Run
Upload Qualified Leads
Add qualified leads from emailed sheets to a shared prospect list
Use this Agent instantly or customize it - no programming needed
- Campaign emailCampaign email
Your teammate's email identifies the sender and thread for the import reply.
- Lead spreadsheetLead spreadsheet
Your attached CSV or XLSX supplies the campaign rows and their original row numbers.
- Shared prospect listShared prospect list
Your selected list tells the Agent where qualified people belong and which link to share.
- Existing leads and contactsExisting leads and contacts
Your current leads and contacts let the Agent avoid exact email duplicates.
- Screening rulesScreening rules
Your choices define required fields, target segment, exclusions, and how email duplicates are identified.
Your campaign inbox supplies the emailed spreadsheet and sends the import reply in the same thread.
Your prospect list finds existing people by email and adds qualified leads to your shared list.
- Import replyImport reply
Your teammate gets counts, a list link, and row reasons, or the file problem stopping the upload.
- Qualified leadsQualified leads
Your sales team finds successfully added people in the shared list, with standardized contact details.
- Import replyImport reply
Your teammate gets counts, a list link, and row reasons, or the file problem stopping the upload.
This Agent opens a campaign spreadsheet from your chosen inbox. It checks segment fit and duplicate emails. It adds qualified leads to your shared list and replies with row-level reasons.
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Google SheetsUsed as:
- Campaign inbox
Google Sheets supplies the emailed spreadsheet and sends the import reply in the same thread.
GmailUsed as:
- Campaign inbox
Gmail supplies the emailed spreadsheet and sends the import reply in the same thread.
Microsoft OutlookUsed as:
- Campaign inbox
Microsoft Outlook supplies the emailed spreadsheet and sends the import reply in the same thread.
monday.comUsed as:
- Prospect list
monday.com finds existing people by email and adds qualified leads to your shared list.
ZoomUsed as:
- Campaign inbox
Zoom supplies the emailed spreadsheet and sends the import reply in the same thread.
- Prospect list
Zoom finds existing people by email and adds qualified leads to your shared list.
Microsoft Office 365Used as:
- Campaign inbox
Microsoft Office 365 supplies the emailed spreadsheet and sends the import reply in the same thread.
SmartsheetUsed as:
- Campaign inbox
Smartsheet supplies the emailed spreadsheet and sends the import reply in the same thread.
Zoho MailUsed as:
- Campaign inbox
Zoho Mail supplies the emailed spreadsheet and sends the import reply in the same thread.
KintoneUsed as:
- Campaign inbox
Kintone supplies the emailed spreadsheet and sends the import reply in the same thread.
Made for your industry
Upload Qualified Leads is made for businesses in these industries.
- Advertising and Marketing
Screen campaign contacts before adding them to an agency's prospect list.
Show all Agents for the Advertising and Marketing industry - Software
Add qualified campaign leads to the software sales prospect list.
Show all Agents for the Software industry - IT Services
Keep duplicate contacts off the IT services prospect list.
Show all Agents for the IT Services industry - Financial Services
Filter campaign leads against the financial sales team's target segment.
Show all Agents for the Financial Services industry - Real Estate
Sort campaign leads for the shared property prospect list.
Show all Agents for the Real Estate industry - Insurance
Flag repeated insurance prospects before adding new leads to the list.
Show all Agents for the Insurance industry
Made for your role
Upload Qualified Leads is made for people in these roles.
- Campaign Coordinator
Get row-by-row reasons when campaign contacts miss the target.
Show all Agents for the Campaign Coordinator role - Sales Operations Specialist
Clean emailed lead sheets and upload only qualified new prospects.
Show all Agents for the Sales Operations Specialist role - Marketing Operations Coordinator
Map campaign lead sheets to consistent prospect fields.
Show all Agents for the Marketing Operations Coordinator role - Lead Generation Specialist
Move qualified campaign leads into the shared list for outreach.
Show all Agents for the Lead Generation Specialist role - Sales Coordinator
Give sales reps a prospect list without repeat or off-target contacts.
Show all Agents for the Sales Coordinator role - Sales Operations Manager
Keep campaign imports aligned with the team's lead rules.
Show all Agents for the Sales Operations Manager role - Demand Generation Manager
See which campaign leads reached sales and why others were excluded.
Show all Agents for the Demand Generation Manager role
Made for your department
Upload Qualified Leads is made for people in these departments.
- Marketing
Send the campaign team a row-level report on excluded leads.
Show all Agents for the Marketing department - Sales
Put qualified new prospects on the team's shared outreach list.
Show all Agents for the Sales department - Sales Operations
Standardize campaign leads and prevent duplicate prospect entries.
Show all Agents for the Sales Operations department - Revenue Operations
Keep campaign-to-sales lead handoffs clean and traceable.
Show all Agents for the Revenue Operations department
How Upload Qualified Leads works
6 steps, in order, on every run.
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Read the campaign spreadsheetOpen the CSV or XLSX attached to a campaign email from a sender you chose.
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Standardize lead detailsMatch sheet columns to the required fields and clean names, roles, companies, and work emails. Keep the original row number for every lead.
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Screen for segment fitExclude incomplete rows and leads outside the segment you set. Hold unclear rows for review and record the reason.
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Check duplicate emailsKeep the first complete row per work email. Compare remaining emails with existing leads and contacts, and hold uncertain matches for review.
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Add qualified leadsAdd new, in-segment people to your chosen shared prospect list. Record any addition that fails so the reply shows what happened.
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Reply with the resultsSend the list link and counts in the original email thread. Name every excluded or failed row with its source number and reason.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
9 tools
- Choose the campaign inbox label and the campaign team senders whose spreadsheets may be processed.
- Choose the shared prospect list and give the Agent permission to search existing leads and contacts and add leads to that list.
- Set the target segment using allowed roles, company types, company sizes, and locations, plus any exclusions.
- Set the required columns: person's name, company, role, and work email. Use the work email as the duplicate key after trimming spaces and ignoring letter case.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Upload Qualified Leads:
You choose the target segment before the run. The Agent uses the roles, company details, locations, and exclusions you set to screen the sheet.
The Agent compares work emails after trimming spaces and ignoring case. It excludes exact duplicates and holds uncertain matches for review. Your reply names the affected rows.
Your sender gets a reply naming a missing attachment or required column, and no leads are added. Incomplete or unclear rows appear in the reply with reasons.
You choose the shared prospect list in setup. The Agent adds new qualified leads there and replies to the campaign sender with its link.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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